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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,205 | $114,013-84.0% | $103,693-82.4% | $155,188-88.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.83% | 49.31%-31.5pp | 47.61%-29.8pp | 148.84%-131.0pp |
| Employer contribution / active EE | $1,510 | $3,131-51.8% | $2,920-48.3% | $4,248-64.5% |
| Participant deferral / active EE | $5,676 | $4,970+14.2% | $4,579+23.9% | $6,531-13.1% |
| Admin fee / account holder | $606 | $8,407-92.8% | $7,858-92.3% | $14,480-95.8% |